See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,530 | $117,983+206.4% | $101,794+255.2% | $142,382+153.9% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 15.23% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,011 | $2,773-27.5% | $2,289-12.2% | $4,299-53.2% |
| Participant deferral / active EE | $6,734 | $4,714+42.9% | $4,084+64.9% | $6,507+3.5% |
| Admin fee / account holder | $7,867 | $10,433-24.6% | $8,777-10.4% | $12,624-37.7% |